30-60-90 Day sales territory plan template

This template is created in partnership with Badger Maps
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30-60-90 Day sales territory plan template

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The 30-60-90 day sales territory plan helps your organization target the right customers, implement goals for revenue, and achieve consistent sales growth over time. With this framework, you can outline a clear path to make your regional sales operation profitable.

  • Create a visually engaging sales plan that aligns everyone in your company on sales goals and a regional execution plan.
  • Identify focused messaging and priorities for all sales reps.
  • Define a clear plan for scaling each of your regional sales territories.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
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Used 41 times     Share  

30-60-90 Day sales territory plan template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 67,019 changemakers.

This template is created in partnership with Badger Maps
badger wide black large

The 30-60-90 day sales territory plan helps your organization target the right customers, implement goals for revenue, and achieve consistent sales growth over time. With this framework, you can outline a clear path to make your regional sales operation profitable.

  • Create a visually engaging sales plan that aligns everyone in your company on sales goals and a regional execution plan.
  • Identify focused messaging and priorities for all sales reps.
  • Define a clear plan for scaling each of your regional sales territories.

How to create a 30-60-90 day sales territory plan with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional sales territory plan details. Add charts, graphs, images, and videos to customize the sales plan template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the user persona template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your sales plan and other documents.

3

Work on your sales territory plan together on the cloud.

Add colleagues (or clients) to collaborate on the 30-60-90 day sales territory plan tempalte. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The sales plan seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own sales territory plan templates. Or copy and merge into other documents.

What is a 30-60-90 day sales territory plan?

Your 30-60-90 day sales territory plan is a blueprint explaining how you’ll turn your region into a profitable operation. This framework helps your organization target the right customers, implement goals for revenue, and achieve consistent sales growth over time. Each section of the plan includes specific priorities.

First 30 days:

  • Define your ideal customer persona
  • Identify your competitors
  • Discover your top accounts

31-60 Days:

  • Define your sales goals and KPIs
  • Identify your top leads
  • Build your route schedule

61-90 Days:

  • Get qualitative feedback
  • Analyze your results

How do you create a 30-60-90 day sales territory plan?

Your plan needs to show management that you can develop a sales territory like a real outside sales rep. A lot of new reps think they can improvise instead of creating a detailed sales plan. Follow along with the instructional template copy to create your own sales territory plan. Generally, here are the things you’ll include in your plan:

First 30 Days:

  • Understand and analyze your market. User personas (or buyer personas) represent the ideal customers who will engage with your product. Use this section to align everyone in your company on who your ideal customer is: their behavior, needs, interest, and motivators.
  • Discover your top 10 accounts. Review which customers have traditionally been easy to sell to and/or seen high levels of success with your product. Then prioritize those leads and similar accounts.
  • Identify your competitors using the competitive analysis template.

31-60 Days – Execute your plan:

  • Consolidate the trends you’ve discovered above to come up with S.M.A.R.T sales goals (Specific, Measurable, Achievable, Relevant, and Time-based). Set goals, based on valid data and information relating to historical performance. These will include the product/service revenues and margins, market share, lead–to–sale conversion rate, and other key data from the sales funnel.
  • Define sales key performance indicators – these are numeric values that help you measure performance in order to make data-driven decisions. As a salesperson, setting measurable values to track achievements is essential to improve.
  • Identify your top leads by researching your territory and finding out the leads that fit best with your ideal persona.
  • Make a plan to meet your quota. Find out how many leads you need to meet with each month to meet your quota.
  • Build your route schedule. Following up with prospects regularly is the best way to maintain and grow your relationships. Create a regular routing schedule based on your core customers and opportunities. A schedule will ensure that your deals develop at a steady pace, preventing you from missing any critical portions of your territory.

61-90 Days – analyze and optimize your plan:

  • Get qualitative feedback. It’s always a great idea to connect with your customers to check how satisfied they are with your product. You can also interview people that ended up not converting to understand what went wrong with them. This feedback will allow you to adjust your sales strategy based on your customers’ needs.
  • Analyze your results. Explain what you accomplished and how that aligns with the project or team’s overall goals. Focus on your main goals with measurable KPIs.

The 30-60-90 Day Sales Territory Plan is part of these toolboxes:

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Yes. You can try out Xtensio’s simple editor and any template, including the sales territory plan template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

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What would I use the sales territory plan for?

The 30-60-90 day sales territory plan helps your organization target the right customers, implement goals for revenue, and achieve consistent sales growth over time. With this framework, you can outline a clear path to make your regional sales operation profitable.

What should be included in a 30 60 90 day plan?

A 30-60-90 day sales territory plan is a document that articulates your intentions for the first 30, 60, and 90 days of a new sales job. It lists your high-level priorities and actionable goals, as well as the metrics you’ll use to measure success in those first three months.

Can I add colleagues to edit the ecomap template?

Yes! You can invite as many people as you’d like to collaborate on your sales plan, ensuring your whole team is aligned. As a platform, Xtensio helps improve the way your team works. Here’s more on real-time collaboration.

How do I share the sales territory plan template?

When you’re ready to share your completed sales plan, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG. Learn more about the different ways to share your documents with Xtensio here.

Do you have other tools for planning a sales funnel?

We do! There are a number of different sales and business strategy templates, examples and resources to guide you through the process of growing your buisness. Check out the Strategy toolbox and the Sales toolbox to find more tools and resources.

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